LOWERY THOMAS, LLC SCHM Holdings History
LOWERY THOMAS, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, LOWERY THOMAS, LLC held 31,797.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $891,900.00. This investment constitutes 0.57% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0.01% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 10 purchases of SCHM, at an average price of $42.25, for a total of 45,179.00 shares. In addition, there have been 3 sales at an average price of $28.39 for 13,382.00 shares. Based on historical transaction data and SCHM's current price of $29.08, LOWERY THOMAS, LLC's estimated gain on his SCHM holdings is $-604,106.03, reflecting a -31.65% gain to date.
LOWERY THOMAS, LLC SCHM ($29.08) Holding Chart
LOWERY THOMAS, LLC SCHM ($29.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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